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Wealthspire Advisors (Maryland)’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-288
Closed -$13K – 2639
2017
Q4 		$13K Hold
288
– – ﹤0.01% 1492
2017
Q3 		$14K Buy
+288
New +$13.7K ﹤0.01% 1450
2017
Q2 		– Sell
-200
Closed -$11K – 2275
2017
Q1 		$11K Buy
+200
New +$11.6K ﹤0.01% 1317

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OAM
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Morgan Stanley
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HI
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OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TMV Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q1 2018, closing a stake of 288 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in TMV in Q1 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2017. 32 funds tracked by Wall St. Rank hold TMV as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 288 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q1 2018, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q1 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $14K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.